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Comment Re:Is Bonta an economist now? (Score 1) 177

Depends on how you look at it. There were more "big" companies in the past, but they've been weakened to the point that consolidation has reduced that to a "few" big companies with lower margins. Not sure if the pool itself is smaller or poorer, but there are definitely less pieces of the pie.

Comment Re:Could you imagine (Score 1) 33

We should tariff this in to oblivion. We need to be making battery cells (of all kinds) domestically. That means we need to adjust regulations to allow it, and also prevent foreign subsidies from pricing competition too low for it to make sense. The latter is literally what tariffs are for.

Comment Re:The "data center" hot topic... (Score 1) 54

SpaceX has 1.4GW of (nameplate) compute infrastructure, and they are not the biggest player. >1GW load, with plans to double it within 6 months, is a real concern for infrastructure.

True, which is why they build Collosus near Memphis where there was surplus power available, and for which they applied for and purchased usage of. The remaining power requirements are being provided by NatGas portable (truck) generation until the already applied for permanent power production can be approved and built.

I'm not saying that electrical providers shouldn't require forecasting and approval of power needs of datacenters prior to demand. Of course they should, as should the builder of such datacenters be doing their planning up front also. That's where this argument falls apart...both are happening.

Comment Re:Wind and sunshine (Score 1) 76

Potential power generation does not mean solar and wind farms magically appear overnight. Infrastructure like transmission lines also do not appear out of nowhere. You're also talking about deep red Texas which cares little about regulation. The problem is not Abbott is against any data centers forever. The problem is even in Texas, the infrastructure is struggling to cope right now.

Exactly. Texas is insisting that the requestors of these new power interconnects provide details forecasts on realistic/actual planned demand. No doubt a lot of these datacenter projects are just asking for xGW interconnects so they can advertise they have xGW to presell to finance their builds. The end effect of this pause it to filter out the noise and match requirements from viable projects to available capacity. It's called planning, and while ERCOT is not known for doing that very well, this might actually be a sign they are getting better at that. All the while putting spin on it that satisfies the DC opponents in the polls. Smart really.

Comment Re:The "data center" hot topic... (Score 1) 54

Even in "best case" scenarios, they don't employ many people once they're constructed, and they use large amounts of resources -- which tend to be sold at discounted rates as part of the deals struck when they move into an area. Everyone else gets stuck covering any losses by way of rate increases.

A landfill may smell bad, but it's not using up the lion's share of available electric power in my town or using a big portion of available clean water.

Whether "AI" is hype or will burst its bubble remains to be seen...nobody can be sure yet, but there are huge bets that it will persist in one form or another.

But your above comments are completely lacking any grounding in facts. At best they are something you read in some FUD newspaper article with an agenda against datacenters for some reason they can't really explain. I'll buy an argument that they make noise...chillers definitely do...but the rest is nonsense and factually untrue.

Comment Re:Muskrat businesses have an entire team (Score 1) 42

By contrast, it was a mere few months for xAI to procure and fire up 46 temp gas turbines for a datacenter in Mississippi for a reported rated capacity of at least 500MW.
and there are more to come.
does Elon have permits for all of these you ask?

This was discussed on the All-In podcast last week. The "temp turbines" are mobile units (truck-based,) and thus classified as temporary consumer use. They don't require permits, which is precisely why Musk's companies acquired controlling stake the company. The permitting process for a permanently installed base of power didn't meet the timeline, but those permit applications are in progress.

I'm not saying that xAI/Musk/whoever you want to blame is going out of their way to protect the environment from emissions, but the insinuation that they are somehow breaking the law/regulations by not having proper permits is patently false and also misleading by indicating intentional wrong-doing.

Comment AI arguments aside... (Score 1) 93

Until someone can really, and I mean REALLY, explain to me what constitutes a token in a way that I can calculate and predict, these sorts of billing models are meaningless. Only then can we evaluate what the costs, risks and benefits of AI use really are in any sort of quantifiable way.

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